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Conserving your financial wealth is a core tenant of our philosophy at
Kobo Wealth Conservancy. This is achieved through strict adherence
to our stated investment philosophy and processes. We understand and appreciate that the investment needs of each client are unique and therefore require customized investment solutions that are well researched and include both traditional and alternative asset classes.

  

Products & Services


 
Kobo Wealth Conservancy offers the following products and
services to its clients:

 
  • - Customized Asset Allocation Modeling
  • - Proprietary Fixed Income Portfolio Management
  • - Equity Management
  • - Alternative Investments
  • - Concentrated and Restricted Stock Solutions
  • - 401k Investment Services
  • - Cash Management
  • - Socially Responsible Investing (SRI)
  • - Quarterly Performance Measurement Meetings

 


Contact Info

Honolulu Office
info@kobowealth.com
(808) 546-1001
(808) 356-0286

Stangenwald Building
119 Merchant Street
Suite 610
Honolulu, HI 96813

Chicago Office
(847) 430-3601
(773) 439-2909

8770 W. Bryn Mawr
Suite 1400
Chicago, IL 60631